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Whittier Trust’s Moody's MCO Stock Holding History

Whittier Trust’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$832K Buy
1,873
+17
+0.9% +$8.04K 0.01% 375
2025
Q4 		$989K Buy
1,856
+5
+0.3% +$2.44K 0.01% 345
2025
Q3 		$898K Buy
1,851
+53
+3% +$26.7K 0.01% 357
2025
Q2 		$902K Sell
1,798
-17
-0.9% -$7.87K 0.01% 400
2025
Q1 		$845K Sell
1,815
-71
-4% -$34.2K 0.01% 404
2024
Q4 		$893K Buy
1,886
+33
+2% +$15.8K 0.01% 401
2024
Q3 		$879K Sell
1,853
-4
-0.2% -$1.85K 0.01% 412
2024
Q2 		$782K Sell
1,857
-13
-0.7% -$5.17K 0.01% 410
2024
Q1 		$735K Sell
1,870
-513
-22% -$198K 0.01% 420
2023
Q4 		$931K Sell
2,383
-12
-0.5% -$4.17K 0.02% 369
2023
Q3 		$757K Sell
2,395
-10
-0.4% -$3.4K 0.01% 393
2023
Q2 		$836K Sell
2,405
-414
-15% -$131K 0.01% 379
2023
Q1 		$863K Buy
2,819
+373
+15% +$113K 0.02% 371
2022
Q4 		$681K Sell
2,446
-6
-0.2% -$1.64K 0.01% 410
2022
Q3 		$596K Buy
2,452
+6
+0.2% +$1.74K 0.01% 424
2022
Q2 		$665K Buy
2,446
+20
+0.8% +$5.98K 0.01% 417
2022
Q1 		$818K Buy
2,426
+6
+0.2% +$2.02K 0.01% 406
2021
Q4 		$945K Buy
2,420
+134
+6% +$51.7K 0.02% 392
2021
Q3 		$812K Hold
2,286
– – 0.01% 396
2021
Q2 		$829K Hold
2,286
– – 0.01% 401
2021
Q1 		$682K Sell
2,286
-68
-3% -$19.1K 0.01% 424
2020
Q4 		$683K Buy
2,354
+276
+13% +$77.2K 0.01% 393
2020
Q3 		$602K Sell
2,078
-7,400
-78% -$2.11M 0.01% 398
2020
Q2 		$2.6M Sell
9,478
-1
-0% -$254 0.07% 197
2020
Q1 		$2M Buy
9,479
+68
+0.7% +$16.5K 0.07% 210
2019
Q4 		$2.23M Buy
9,411
+5
+0.1% +$1.11K 0.06% 224
2019
Q3 		$1.93M Hold
9,406
– – 0.06% 229
2019
Q2 		$1.84M Hold
9,406
– – 0.05% 231
2019
Q1 		$1.7M Buy
9,406
+97
+1% +$15.9K 0.05% 242
2018
Q4 		$1.3M Buy
9,309
+88
+1% +$13.3K 0.04% 261
2018
Q3 		$1.54M Hold
9,221
– – 0.05% 249
2018
Q2 		$1.57M Sell
9,221
-72
-0.8% -$12.2K 0.05% 242
2018
Q1 		$1.5M Hold
9,293
– – 0.05% 238
2017
Q4 		$1.37M Sell
9,293
-27
-0.3% -$3.96K 0.05% 259
2017
Q3 		$1.3M Buy
9,320
+27
+0.3% +$3.55K 0.05% 258
2017
Q2 		$1.13M Hold
9,293
– – 0.04% 262
2017
Q1 		$1.04M Buy
9,293
+72
+0.8% +$7.72K 0.04% 264
2016
Q4 		$870K Sell
9,221
-268
-3% -$27.1K 0.04% 272
2016
Q3 		$1.03M Hold
9,489
– – 0.04% 256
2016
Q2 		$889K Hold
9,489
– – 0.04% 266
2016
Q1 		$917K Hold
9,489
– – 0.04% 260
2015
Q4 		$953K Sell
9,489
-910
-9% -$91.2K 0.04% 270
2015
Q3 		$1.02M Hold
10,399
– – 0.05% 250
2015
Q2 		$1.12M Buy
10,399
+750
+8% +$80.7K 0.05% 255
2015
Q1 		$1M Hold
9,649
– – 0.05% 266
2014
Q4 		$924K Hold
9,649
– – 0.04% 268
2014
Q3 		$912K Hold
9,649
– – 0.04% 261
2014
Q2 		$846K Sell
9,649
-311
-3% -$25.6K 0.04% 268
2014
Q1 		$789K Hold
9,960
– – 0.04% 271
2013
Q4 		$782K Hold
9,960
– – 0.04% 270
2013
Q3 		$701K Hold
9,960
– – 0.04% 286
2013
Q2 		$607K Buy
+9,960
New +$604K 0.03% 294

Other funds holding MCO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Whittier Trust's MCO Position: Q1 2026 in Review

Whittier Trust increased its Moody's (MCO) stake by 0.92% in Q1 2026, buying an estimated $8.04K and bringing the position to 1,873 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #375.

Whittier Trust first reported a position in MCO in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.6M in Q2 2020. 1,373 funds tracked by Wall St. Rank hold MCO as of Q1 2026.

  • Whittier Trust held 1,873 shares of Moody's worth $832K as of Q1 2026.
  • Whittier Trust bought 17 Moody's shares in Q1 2026, an estimated $8.04K.
  • Moody's made up 0.01% of Whittier Trust's portfolio in Q1 2026, its #375 holding.
  • Whittier Trust first reported a position in Moody's in Q2 2013 and has held it in 52 quarters since.
  • Whittier Trust's Moody's position peaked at $2.6M in Q2 2020.
  • 1,373 funds tracked by Wall St. Rank held Moody's as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.